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Baird Online Toggle navigation Home Site Sections Dashboard My Portfolio Portfolio at a Glance Household Overview Household Change in Value Asset Allocation Historical Values Performance Account Details Positions Positions Zoom Activity Balances Order Status Unrealized Gain/Loss Gain/Loss CashFlow Investing Tools U.S. Markets Baird Research Market Briefing Portfolio Tracker Stocks Mutual Funds News Alerts Account Services eBill Transfer Requests Awards Account Access Address Account Nickname eDelivery Preferences Contact Us Documents Most Recent Documents Document Exchange Statements Confirmations Client Communications Tax Forms Check Images Settings Help 360 Wealth 360 Overview Accounts Transactions Expense/Income Analysis Budget Net Cash Flow Investments Net Worth Troubleshooting Alerts Security Username/Password Refresh Error Closed Account 360 Wealth Information Security FAQ Planning Planning My Plan View Plan Documents Timeline Compare to Current Welcome to Baird Online! Baird Online is your secure, online portal where you can link, view and track all your financial accounts, providing you a complete picture of your net worth while managing your day-to-day finances and keeping you on track to meet your wealth management goals. Your Plan. Our Priority. A sophisticated digital planning experience. The heart of a strong wealth management relationship lies in understanding every aspect of your situation, from your needs, wants and wishes to your complete financial picture. Seeing your finances in this comprehensive manner allows us to maximize the value of the advice and solutions we provide, and ultimately help you achieve what matters most. (Screenshot: 360 Wealth & Planning My Plan page) (Screenshot: 360 Wealth Overview page) View the 360 Wealth Video Start Linking Your Accounts Today! 360 Wealth A secure online service on Baird Online where you can view all your finances in one place. Link a variety of non-Baird accounts to give you a holistic view of your financial wellness, including: Checking/Savings 401(k) Credit/Debit Cards Home/Real Estate Assets/Liabilities View a comprehensive Net Worth Statement Track changes in your portfolio Manage and view your current month budget, spending and cash flow Enhanced Online Security Enhanced Online Security adds a layer of security allowing Baird to better protect your assets and information. It provides alternative methods of verifying your identity, in addition to your unique username and password, when unique situations arise. In this event you are asked to take one final step to verify who you are. There are four options: Answer security questions Receive a one-time verification code delivered via text message Receive an automated phone call Speak directly with a Baird Online Service Desk Team member (Screenshot: Online Verification Process page) Explore the Baird Online Demo New! 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Site Sections Dashboard My Portfolio Portfolio at a Glance Household Overview Household Change in Value Asset Allocation Historical Values Performance Account Details Positions Positions Zoom Activity Balances Order Status Unrealized Gain/Loss Gain/Loss CashFlow Investing Tools U.S. Markets Baird Research Market Briefing Portfolio Tracker Stocks Mutual Funds News Alerts Account Services eBill Transfer Requests Awards Account Access Address Account Nickname eBill Contact Us Documents Most Recent Documents Document Exchange Statements Confirmations Client Communications Tax Forms Check Images Settings Help 360 Wealth 360 Overview Accounts Transactions Expense/Income Analysis Budget Net Cash Flow Investments Net Worth Troubleshooting Alerts Security Username/Password Refresh Error Closed Account 360 Wealth Information Security FAQ Planning Planning My Plan View Plan Documents Timeline Compare to Current Download the Baird Online App! 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